adaptive-pricing/workplans/ADAPTIVE-WP-0009-tenancy-posture-alignment.md
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fix(workplans): adopt ADR-007 derived identifiers for unregistered records
These workplans exist only in the retired local hub. Their random pre-ADR-007
identifiers are refused by C-06 as stale references, so they cannot be
registered. Deriving from the canonical record id takes no identity from
anything: central does not hold them and the old ids die with the cache.

Records central already holds were deliberately left untouched.

Refs CUST-WP-0068-T06

Assistant: claude-code
Assistant-Model: opus
Assistant-Process: 2583210@bnt-lap001
Assistant-Session: f2bff2d5-e9b2-4338-92ca-10282a927006
2026-08-25 20:06:58 +02:00

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id type title domain repo status owner topic_slug created updated state_hub_workstream_id
ADAPTIVE-WP-0009 workplan Tenancy Posture alignment — tier assurance claims financials adaptive-pricing finished codex helix-forge 2026-08-17 2026-08-18 6e3899ff-10f9-5b3e-a785-8016ad8e966d

Tenancy Posture alignment — tier assurance claims

Align adaptive-pricing with NetKingdom Tenancy Posture v0.1 (net-kingdom/canon/standards/tenancy-posture_v0.1.md, proposed / draft-8), raised by rapp-postgres on 2026-08-17.

The framework names this repo in three places: publish a posture vector (§20.2), map plan tiers to minimum levels jointly with tenant-engine (§19 Q5), and own the typed tier constraints that railiance-platform reconciles during placement (§8.2). The earlier standing co-signature proposal was declined and is no longer the policy.

Position

Nothing is blocked today. All three models in projects/coulomb-pricing/data/pricing-models.json (flat-899-eur-monthly, membership-plus-credits, membership-plus-overage) are silent on isolation, availability and retention. §11 constrains only tiers that make such a claim, so the estate has no live over-claim to correct.

This workplan is therefore preparatory guard-rail work: build the ability to express and validate an assurance claim before a tier is written that needs one. It is deliberately additive — no existing catalog entry, schema consumer or test changes meaning.

The gap is structural, not editorial. PricingModel today carries commitments (untyped kind/value) and eligibility (free strings). Neither can express "this tier requires E3 P2 R2", and validate_pricing_model has no rule that would catch a tier claiming isolation it cannot evidence. §11.3 requires the mapping be "recorded once when the tier is defined" — this repo owns tier definition, so this repo owns the recording surface.

Draft-7 update (2026-08-17)

Draft-7 (net-kingdom commit 357109b) applies three more reviews — audit-core, railiance-platform, flex-auth — for eleven changes.

Finding 6 is resolved. Withdraw it. Decision 5.3 makes n/a an admissible, conformant level, declared with a stated reason: "P0 presupposes a database and R0 presupposes retained data". This is exactly what T01 needed and it arrived from another repo's review. tenancy.yaml is also now the adopted convention for the declaration (from flex-auth), carrying current, target, reviewed, gap, placement_exceptions, service_class, per-path detail and — for a provider — the §5.5 provider declaration. T01 no longer proposes a format; it fills in the one that exists.

Findings 1, 2, 3, 4, 5 and 7 all still stand, and there is a reason. §11 is byte-identical across drafts 5, 6 and 7. Four repos have now reviewed and none touched it, because §11 is the commercial section and this repo owns it. Nobody else was going to find these. That raises the priority of T06 rather than lowering it.

Every guessed posture has been too generous, on every repo that self-reported. flex-auth is I1 A0 E2 P n/a R n/a/v1/check authenticates no caller, so any workload with network reach can assert any subject and receive an authoritative allow. apps-pg is I0 A0 E0 P n/a R0, where R0 means no backup configured at all. Combined with tenant-engine on SQLite, the commercial read is blunt: no tier can support an isolation, availability or retention claim against the estate as it stands today. Nothing is blocked because nothing claims — but nothing is sellable either, and that is the fact a tier author needs before drafting, not after.

Providers declare separately now (§5.5). A provider states what it makes reachable; apps-pg provides P1 while its own P is n/a. A tier's guarantee therefore depends on two declarations, not one — the provider's reachability and the consuming service's own level. T02's constraint artifact must reference both or it will validate against half the picture.

Draft-8 outcome (2026-08-17)

All six surviving findings were adopted, with one useful refinement to finding 4: no record is a copied derivative. The tier definition is authoritative for its typed minimum and wording; the service declaration is authoritative for current posture; the provider declaration is authoritative for available infrastructure. Approval joins them and fails closed on stale or missing input.

The framework now has V0V4 availability, sanctioned honest language for E3/P2/R2/V1, an R-plus-P rule for retention promises, P2 or an enforceable governor for performance-differentiated tiers, and downgrade propagation to dependent tier owners. §8.2 records the declined co-signature and its typed constraint replacement.

T01 is complete in root tenancy.yaml. It declares the local observatory at I0/A0/E0 and P/R n/a, rather than using n/a to hide its unauthenticated single-user HTTP surface. T06 is complete because the amendments are in draft-8. T02T04 were completed on 2026-08-18: the typed assurance_claims block, the hard boundary constraint and the tier-definition approval gate are all in place, with the suite green. No current model carries an assurance claim, so the absence is a declared capability gap rather than a live over-claim.

Draft-6 update (2026-08-17)

The framework moved to draft-6 (net-kingdom commit 2744ce7) after this workplan was written. It applies tenant-engine's review only; none of the five findings below are addressed yet, which is expected — T05 has not replied.

Three things in draft-6 change how we should proceed:

The ratification test is proven, not theoretical. tenant-engine assessed itself, could not express itself in three places, and the document changed — §4.1, §4.4, §5.2 and a new E registry exception. T06 now has live precedent to cite rather than an invitation in §20.2.

Draft-6 establishes exactly the shape findings 1 and 3 need. The new registry exception (declare an E level plus a named list of tables excluded because they are registries, not tenant data) and Decision 5.2 (a level reports the weakest surface, not the best) both work by level plus a named, reviewable exception. That is the pattern to reuse when proposing an availability floor and a retention P floor — an amendment consistent with the document's own new grammar is far cheaper to land than a novel one.

The delivering service got weaker, and that is a sellability fact. tenant-engine self-corrected from a guessed I2 A3 E2 P1 R1 down to I1 A2 E2 P— R0/R1 — acting identity arrives in the request body, three read routes are unauthorized including the one flex-auth calls for aal2-class decisions, and it is still on SQLite. Consequence for this repo: no tier resting on tenant-engine can make an isolation claim of any kind today. Nothing is blocked, because no tier makes one — but this is the concrete reason T02/T03 should land before a tier author assumes otherwise.

Findings against the framework

Raised for amendment, not as blockers. Detail belongs in T06. Findings 15 were raised against draft-5 and all still stand in draft-6. Findings 67 are new, from draft-6 itself.

  1. Availability has no ladder. §11.3 and Q5 both require an availability claim to map to "a minimum level the delivering service actually holds", but the five axes are I, A, E, P, R — none is availability. §17 concedes it: "an availability floor belongs in §11's minimum-level vocabulary alongside isolation." The requirement exists; the vocabulary does not. The availability half of Q5 is not answerable as written.
  2. §11.4 prohibits without sanctioning an alternative. An "another tenant cannot reach your data" claim requires E4, and E4 requires P3 (§3.2) — a dedicated cluster per tenant. Correct, but it makes the strongest claim the most expensive one, which is exactly the commercial pressure that produces the over-claim §11 guards against. A prohibition with no compliant wording beside it gets routed around.
  3. A retention claim needs a P floor, not just an R level. Under §4.5 a consumer's erasure horizon is the maximum across co-residents, so a tier's retention promise can be broken by onboarding an unrelated customer, with no change to the tier or its holder. §18 routes this to the consumer review checklist; it also needs to bind the tier side, as the E4/P3 coupling does.
  4. Authority direction between tier and service is unstated. Q5 puts the mapping in the tier definition; §5 puts placement_exceptions in the service's posture vector — and its own example says "see adaptive-pricing tier definition". Two records, no stated primacy, silent drift in both directions.
  5. §8.3.1 constrains pricing design directly. Co-residents are equal and no resource governor exists, so a performance-differentiated tier is unsellable below P2. This is a pricing-model validation rule, not only an ops fact.
  6. Off-ladder notation appears in a worked example. RESOLVED in draft-7 by Decision 5.3 (n/a is a level, and it is conformant). Kept for the record. Draft-6 records tenant-engine as P— (still on SQLite, below P0's meaning) and R0/R1 (a dual value). Neither is on any ladder. This is the same wall T01 hit from the other side: the ladders have no way to say not on this axis at all, so the first two repos to try both invented notation. Strengthens T01's proposed not-applicable declaration form — it is now a demonstrated gap with two independent instances, not a special plea from a design-time repo.
  7. P— is a sellability fact with no home. A tier's minimum is only as good as the delivering service's actual level, and draft-6 shows that level can be revised downward by a self-report at any time. Nothing in §11 obliges a service to notify the tiers that depend on it when its posture drops. A tier recorded as conformant at definition time can silently become an over-claim through no act of its own — the same coupling as finding 3, one layer up. Propose: a posture downgrade (§6 permits them, declared) must notify the owners of any tier whose recorded minimum it breaches.

Publish The Repo Posture Vector

id: ADAPTIVE-WP-0009-T01
status: done
priority: high
state_hub_task_id: "9759ef60-9733-595f-832d-1c311ef94a66"

Publish adaptive-pricing's posture vector per §5 / §20.2, declared in-repo (Decision 5.1).

The honest answer is that the datastore ladders do not fit: this repo is a design-time analysis and definition surface with no runtime multi-tenant datastore. §3.3 scopes the P and R ladders to "a service's primary datastore"; adaptive-pricing has none. It does hold customer-attributable commercial data (member ledgers, payment records, LTV scenarios) as repo JSON under the Coulomb proving ground — which is a data-handling fact worth stating, and not a tenancy posture.

Completed in tenancy.yaml. P and R are n/a because there is no runtime datastore. I/A/E/V are zero with reasons because the local observatory HTTP surface exists and has no authentication, authorization, tenant enforcement or availability position. A repo-level row of n/a would have concealed that surface.

Extend The Canonical Schema With Assurance Claims

id: ADAPTIVE-WP-0009-T02
status: done
priority: high
state_hub_task_id: "d774ffe0-36c3-56d5-a8ba-96b7a0595cea"

Add an optional assurance_claims block to the canonical pricing schema (adaptive_pricing_core/pricing_models.py, docs/PricingModelSchema.md).

Shape: claim kind (isolation | availability | retention | performance), customer-facing wording, the minimum levels it requires ({I,A,E,P,R,V}), the delivering service, and an evidence reference.

Constraints:

  • Optional and defaulted. Absent block = silent tier = unaffected, per §11.
  • Typed, not free-text — the point is that a validator can read it.
  • Records the internal minimum only. §11.2 leaves marketing language free; the customer-facing wording field exists so the two can be checked against each other, not so the ladder leaks into a price page.
  • Do not extend commitments for this. A commitment is something the customer owes; an assurance claim is something we owe them.

Completed 2026-08-18. PricingModel.assurance_claims is optional and defaults to an empty tuple, preserving every existing silent tier. The validator checks claim identity, kind, customer wording, typed in-range axis minima, delivering service, evidence, erasure horizon and mechanism. The canonical shape and its definition-time semantics are documented in docs/PricingModelSchema.md.

Add Boundary-Engine Validation For Claims

id: ADAPTIVE-WP-0009-T03
status: done
priority: high
state_hub_task_id: "ff362f15-e962-5a97-80e3-1a2f60d2946f"

Extend adaptive_pricing_core/boundary_engine.py with explainable rules, in keeping with the existing explainable-validation design:

  • A claim present ⇒ minimum levels recorded and a delivering service named.
  • "Cannot reach" isolation wording ⇒ E4, and E4P3 (§3.2, §11.4).
  • Retention claim ⇒ an R level and a P floor sufficient for the promised erasure horizon (finding 3). On shared substrate the horizon is not ours to promise.
  • "Deleted data is gone" ⇒ R4, or a disclosed erasure horizon (§11.4). Where R4 is key-destroyed, the wording must not imply regulatory endorsement (§4.5).
  • Performance-differentiated tier ⇒ P2 or above (§8.3.1, finding 5).

Each failure must explain which axis and which framework section it answers to. A validator that says "non-conformant" without naming the axis reproduces the conflation §3 exists to end.

Completed 2026-08-18. The hard assurance-claims boundary constraint is silent for tiers without claims and produces axis- and section-specific failures for the E4/P3 coupling, shared-substrate erasure horizons, R4 wording, key-destruction language, performance governors and availability failure scope. Focused and full-suite regression coverage is green.

Gate Claims At Tier Definition

id: ADAPTIVE-WP-0009-T04
status: done
priority: medium
state_hub_task_id: "65a31f78-0b9d-5ef6-842d-6ee25bab984c"

Wire the claim check into adaptive_pricing_core/governance.py as an approval requirement, so §11.3's "recorded once when the tier is defined" is a gate rather than a convention. A tier acquiring or changing an assurance claim requires human approval with the evidence reference attached — consistent with SCOPE's rule that customer-visible pricing changes are never autonomous.

Explicitly not per-campaign review. §11.3 says the review happens at tier definition; a gate that fires more often than that will be worked around.

Completed 2026-08-18. assess_tier_definition_assurance() compares the new tier definition with its previously approved definition and emits blocking approval requirements only for added, changed or removed claims. Each gate carries the claim's evidence reference. An unchanged definition proceeds, and the API explicitly warns publication/campaign callers not to turn it into a recurring gate.

Answer Q5 And Q2

id: ADAPTIVE-WP-0009-T05
status: done
priority: high
state_hub_task_id: "0cfb5aaa-92e0-5d00-8022-391658f2b0da"

Blocked on T02/T03 for Q5, and on Bernd's decision for Q2.

Q5 — tier → minimum level mapping, jointly with tenant-engine. Answerable for isolation, retention and availability once T02/T03 land. V now supplies the availability vocabulary; the typed mapping still waits on implementation. tenant-engine owns which plan a tenant holds; this repo owns the terms — state that split when replying so the seam is recorded.

Q2 — placement co-signature. Decided 2026-08-17 by Bernd: decline the signature, bind via artifact instead.

adaptive-pricing publishes tier minimums as typed constraints (T02/T03) and asks railiance-platform to validate placement against them. Ownership stays single; the check runs every time rather than when someone remembers to route it. §8.2's concern is right — placement decided purely on operational grounds does constrain what can be sold — but a signature is the wrong instrument for a constraint that is machine-checkable, and tier minimums are machine-checkable by construction.

No interim veto. A scoped veto was considered and dropped: its only purpose would be protecting existing claim-bearing tiers, and there are none. Not being live is what makes the direct move safe.

Named revisit trigger — if a tier carrying an isolation, availability or retention claim is drafted before the constraint artifact lands, reopen this decision rather than assume it. Declining must not be open-ended.

Accept the P ladder, the triggers and §8.1's monitoring obligation unconditionally. Caveat to raise: §8.1 says triggers MUST be monitored and never says by whom; if that defaults to adaptive-pricing it is a standing obligation on a repo with no on-call. Propose it is railiance-platform's.

Reply on the State Hub to message 6d5293ca-4f69-46a6-a78e-b469e626b83d.

Completed 2026-08-18. Q5 is implemented as the typed assurance_claims artifact: adaptive-pricing owns the authoritative tier wording and minima; tenant-engine owns assignment of a tenant to the tier id and does not copy the terms; railiance-platform joins current service/provider declarations during placement reconciliation. The current three Coulomb tiers remain explicitly silent and therefore define no minima. Q2 remains declined: placement has one owner and a machine-enforced artifact boundary, not a nominal co-signature. railiance-platform owns trigger monitoring because adaptive-pricing has no runtime/on-call surface. The implementation answer was sent on State Hub after the full suite passed (54 tests).

Contribute Framework Amendments Back

id: ADAPTIVE-WP-0009-T06
status: done
priority: medium
state_hub_task_id: "d5df7e76-672c-54a8-97d9-ec7955318043"

Submit the §"Findings" items to net-kingdom while v0.1 is still proposed.

Frame them in draft-6's own grammar. The registry exception and Decision 5.2 both work by declared level plus a named, reviewable exception, and draft-6 adopted tenant-engine's corrections wholesale because the ratification test said it must. Amendments shaped like the ones already accepted will land; novel structure will not. Cite 2744ce7 as precedent.

Proposed amendments:

  • An availability axis. Prefer adding one over striking availability from §11.3/Q5, because §17's "no P1 tenant has HA" is a hard sellability fact that needs somewhere to live. Sketch: V0 no position, V1 restart recovery on a single instance (what platform-pg is today), V2 replicated failover, V3 multi-zone with declared RTO/RPO. Note the letter collision — A is Authorization — which is itself a small argument the framework should settle rather than inherit.
  • A sanctioned fallback phrasing in §11, naming what P2/E3 honestly delivers (noisy-neighbour behaviour, capacity predictability, an independent restore path) so a tier author has a compliant thing to say and not only a prohibition. This is the amendment most likely to prevent a real over-claim.
  • A Decision in §4.5 binding a retention claim to a P floor, as §3.2 binds E4 to P3.
  • A primacy statement for finding 4: the tier definition is authoritative for the minimum; a service's placement_exceptions is derived and must reconcile against it.
  • An off-ladder declaration form covering both no-runtime-datastore (T01) and draft-6's ad-hoc P— (finding 6). One notation, two instances already.
  • A downgrade-notification obligation in §11 (finding 7): a declared posture drop must reach the owners of any tier whose recorded minimum it breaches.

Route via policy-nexus if it owns canon publication; otherwise direct to rapp-postgres as the raising agent and net-kingdom as canon owner.

Completed in NetKingdom draft-8. All surviving findings were incorporated; finding 6 remains withdrawn as resolved by draft-7.